Hivemind: Conference Circuit, VC Coin Comebacks, and Crypto's Next Narrative
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You're starting to see, like, memes again, just like these new memes that are launching, have, like, sustained multiple week just straight run ups. Right? And I think it's just, like, indicative of the shift in risk appetite and sentiment in markets.
How much VC coin outperformance, do you need to see before you rotate?
Exactly. I wanna see what happens after that. Like,
let's catch the fucking hot potato. It's like, let's play hot potato with a piece of dynamite.
Nothing said on the hive mind is a recommendation to buy or sell securities or tokens. This podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our own opinions, not financial advice. Alright. Hi, everyone, and welcome to another episode of the Hivemind podcast. Today, we're joined by the usual cast, myself, Josemarie Macedu, Jan, Duncan, plus special guest, Jason, who is who is now a regular on the on the Hivemind. I love to talk about
The market's going up, so we had we had to replace our head of intellectual research with our head of log coins and Yeah. And markets. It was only proper. Yeah.
No. Seders has got it. I think he's on he's on holiday. He was in Singapore grinding it out. And maybe let's start there. What did, what was everyone's actually, you guys you guys didn't 2 of you guys didn't go. But, Jason, maybe start with you. What were your thoughts on on Singapore and the whole the whole conference circuit?
Yeah. Absolutely. So this is one of the one of the first conferences I've been to in quite a while. It's not usually my scene. I don't, I don't typically go, but I figured, you know, given everything that's happened with Solana over the last, like, year or so, pretty much, yeah, pretty much dating back to last year's breakpoint, I figured I would, you know, make the 20 hour flight over there and kind of see
my bunk bags. Yeah.
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